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Plenty of books, podcasts and blogs focus on building wealth – and that’s great, as far as it goes. But focusing just on wealth misses the point. I believe what most of us actually want is to have choice. Choice in how much time we give to income-producing activities. Choice about what those income-producing activities are. Choice about where we live. Choice about when we retire. Choice about the ways we use our money to produce happiness. In the Financial Autonomy podcast, I explore the dif ...
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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about ...
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Financial and retirement guidance from CERTIFIED FINANCIAL PLANNER™ professional Wade Chessman, President, Wealth Advisor of Chessman Wealth Strategies in the Dallas, Texas area. Wade is the author of Giving Transforms You and hosts this podcast to help you better prepare for your financial future and to retire with financial confidence. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Carson Partners, a division of CWM, LLC, is a nationwide partne ...
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Bite-sized financial and retirement planning guidance from David Dickens in Kansas City. Dave Dickens is the President of CreativeOne Advisors Group and is a Chartered Financial Analyst (CFA®). He has more than 35 years of experience in the investment business. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group. Investment advisory services are offered through CreativeOne Wealth, LLC, a Registered Investment Adviser. CreativeOne Adviso ...
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Advisor Talk with Frank LaRosa offers unfiltered guidance and advice for financial advisors, wealth management professionals, and entrepreneurs alike who are interested in maximizing both their business and personal potential. Informed by Frank's unique insights and his personal conversations with industry leaders, the dynamic discussion topics of Advisor Talk include business ownership, leadership, practice management, transition and recruiting, marketing and branding, as well as a host of ...
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Matching real people, asking real questions about their money, with experienced Financial Advisors. You’ll hear answers to important questions like: Is now the right time to buy a house? What to do if your business fails? How should I be saving to cover the cost of college? How much do I really need to retire and am I on track? Join us as our guests share their stories around life's major moments. And hear the difference a conversation can make. Hosted by Morgan Stanley Wealth Management’s J ...
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Weekly financial and retirement planning guidance with Mike Kojonen of Principal Preservation Services. Mike serves western Wisconsin and the Twin Cities areas of Minnesota. He's the co-author of Momma's Secret Recipe for Retirement Success and will impart financial wisdom each week on this podcast.
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Financial, tax and retirement planning guidance from Phil Putney. Each week Phil will talk about the keys to building a sound financial strategy that can survive throughout the ups and downs of the market. We'll have plenty of tax hacks along the way and other retirement facts!
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A Weekly Market Impact call, Phil Blancato provides insights and perspective on recent developments, as well as guidance going forward. Securities and investment advisory services are offered through the firms: Osaic Wealth, Inc. and Osaic Institutions, Inc., broker-dealers, registered investment advisers, and members of FINRA and SIPC. Securities are offered through Osaic Services, Inc. and Ladenburg Thalmann & Co., broker-dealers and members of FINRA and SIPC. Advisory services are offered ...
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The business of providing professional advice is changing. Today, anyone can go online and access a wealth of information about any topic, from legal and medical advice to financial planning and accounting suggestions. This blog is designed to offer ideas, guidance, and perspectives on how to effectively navigate a perpetually shifting professional landscape, with a unique focus on the legal industry and the technology that is driving its evolution.
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Welcome to Dollars & Sense with Joshua Dobi, CFP® About the Show: Prepare to gain valuable financial insights and smart investment strategies as Joshua Dobi, a seasoned Certified Financial Planner® (CFP®), takes the airwaves by storm every Thursday from 4 pm to 5 pm on WSIC. Join us for an hour of comprehensive financial advice and expert guidance that will empower you to make informed decisions for your financial future. Meet Joshua Dobi, CFP®: With nearly two decades of experience in the f ...
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MedSpa Money Matters is your go-to resource for mastering the financial side of MedSpa ownership. Hosted by Scott Wisniewski and Jonny McMullen, this podcast is designed to bring clarity to your finances so you can focus on growing your business. From financial planning, bookkeeping and taxes to fractional CFO services, Scott and Jonny provide expert insights to help you navigate the unique challenges of running a MedSpa. Whether you want to improve profitability or simply make sense of your ...
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Learn what really moves the needle in your business from financial advisor success stories and industry experts. From the latest marketing tactics working today, to advice for better serving your clients and guidance on running your practice more efficiently, AdvisorRadio gives you the insights you need to take your financial advisory business to the next level.
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Join us each week for important financial and retirement planning guidance on the Retire With Freedom Podcast with Tad Hill, RFC, CRPC® & Toni Hill, RFC of Freedom Financial Group. Tad and Toni will talk about important topics related to your IRAs, 401(k)s, Social Security, and more. They'll help you understand things like market volatility, risk, annuities, and so much more. Freedom Financial Group helps you manage all the pieces of your retirement plan so you can retire with confidence. If ...
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Invure Holdings Group LLC—headquartered in Orlando, Florida—is a pioneering holdings company dedicated to fueling growth and transformation across a wide array of industries. Known for its strategic approach, Invure Holdings Group LLC manages an extensive portfolio that spans from cutting-edge tech startups to established service providers, always with an eye toward innovation and sustainable success. Beyond its portfolio, Invure Holdings offers specialized business consulting and financial ...
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Yes, you can start your own business. And no, you don’t need an expensive degree (or the debt that comes with it). You also don’t need to: Take out a loan Quit your job (right away) Risk your financial stability You just need a little guidance, and the habits it takes to follow through. On The $100 MBA Show, we share the practical, on-the-ground strategies and skills you need to turn your business idea into the future you want. Host Omar Zenhom is a road-tested entrepreneur, business coach, ...
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Welcome to Widow, Wisdom & Wealth™ The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. Interested in being a guest? Submit a request to join us and share your story: https://widowwisdomwealth.com/be-our-guest/ What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balance for yourself and your family. ...
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Unlock financial clarity, confidence, and peace of mind with Metcalf Money Moment – the Podcast. Whether you’re preparing for retirement, navigating a business exit, or building generational wealth, our expert insights provide the clarity and confidence needed to achieve your financial goals. Hosted by Jeb Graham, Ethan Hutcheson, and Eric Wymore—seasoned financial professionals with a deep passion for empowering clients—this podcast brings decades of combined experience in wealth management ...
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Welcome to Retire Wise: Your Roadmap to End Dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability. Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confide ...
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Balancing careers, caregiving, and personal well-being is no small feat—especially for women who often carry the weight of multiple roles. From supporting aging parents to raising children and managing demanding careers, financial planning can easily take a back seat. But your financial future deserves attention, and we’re here to help you take charge. Welcome to Women's Money Wisdom, the podcast designed to empower women with the knowledge and confidence to build financial security and achi ...
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Welcome to the Liberated Therapists Club! I'm Danik Bernier and I'm here to help you prevent burnout in private practice by charging premium fees. I'm a premium fee therapist myself and mom of 2. In this podcast, I share my insights on setting premium fees, marketing, and building a fulfilling career that doesn't sacrifice your well-being. As a private practice owner and busy mom of 2 littles, I cracked the code on sustainable business building and I'm here to share what I've learnt. Each ep ...
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White Jacobs is a leading credit attorney firm in Los Angeles, dedicated to helping individuals repair, restore, and protect their credit. With a team of experienced credit specialists and legal experts, they go beyond traditional credit repair by challenging inaccurate negative items through a proven, attorney-backed process. Whether dealing with unfair collections, charge-offs, or identity theft issues, White Jacobs fights aggressively to improve credit scores and financial standing. Unlik ...
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Your superannuation is key to achieving your best retirement – so how do you make the most of it? Don’t miss Australian Retirement Trust’s Super Insider podcast – your guide to superannuation, planning for retirement, and what the economy and investment markets mean for your super from those in the know. Join host Anne Fuchs, Australian Retirement Trust's Executive General Manager of Advice, Guidance and Education, as she interviews superannuation and investment experts to bring you exclusiv ...
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Welcome to ”The Rural American Surgeon,” a podcast series dedicated to providing insights, resources, and a community for the surgeons of rural America. Your host, Randy Lehman, is an established authority on the multifaceted aspects of rural surgery—from the unique professional benefits and challenges, rural surgical training paradigms, current reimbursement landscape, and how to create triple win opportunities for sustainable rural surgery in partnerships with hospitals and rural communiti ...
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The Financial Services Council represents Australia's retail and wholesale funds management businesses, superannuation funds, life insurers, financial advisory networks and licensed trustee companies. The Council has more than 100 members who are responsible for investing more than $2.8 trillion on behalf of 13million Australians. The pool of funds under management is larger than Australia’s GDP and the capitalisation of the Australian Securities Exchange and is the fourth largest pool of ma ...
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We empower businesswomen to excel in their professional and personal lives. Through strategic growth, financial autonomy, and leadership development, our services, including the transformative ’Freedom Formula,’ help visionary entrepreneurs master their finances and time, building sustainable and impactful legacies. Elevate your business to new heights with guidance and redefine success on your terms.
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We are a team of highly experienced M&A advisors who specialize in offering bulge bracket like deal advisory services to lower middle-market companies across the United States and globally. Our team of experts have a deep understanding of the M&A process and a proven track record of successfully navigating complex transactions. Our focus is on delivering personalized, tailored solutions to meet the unique needs of each of our clients. Whether you are looking to buy or sell a business, or see ...
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The At Last Podcast is your live workshop-style guide to growing your wedding business with confidence and ease. Hand-delivering actionable advice through tailored marketing strategies and industry insights, host Aloha Erica brings her years of experience as a certified product marketing manager and globally recognized wedding musician right to your ears. Every week, Aloha Erica is redefining what success means for wedding musicians and vendors—helping you increase financial stability and fe ...
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Join Cheri Hill, “Wealth Protection Diva” for an array of fascinating topics centered on what it takes to start, grow, and maintain a successful business. Not your ordinary business talk show, each week features a successful business owner, community leader or Industry expert who shares their challenges, insights, and advice. Learn about the hidden gems, resources and special events featuring local businesses and nonprofit organizations doing great work within our community. Sprinkle on rele ...
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Join Jacqueline Campbell on the "Legacy Lessons with JaQ" Podcast for empowering conversations and connections with today's top thought leaders and innovators. This podcast will have a little bit of everything from conversations about money and finances to philanthropy. From entrepreneurship to women's empowerment. From supporting vulnerable communities to leadership secrets. Whatever the specific focus of the day, you can always expect to experience motivation, education and empowerment. Do ...
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Harry Robinson offers comprehensive financial planning services tailored to your unique needs. With years of experience in the industry, Harry understands the complexities of personal and business finance, providing expert guidance on investments, retirement planning, and wealth management. Whether you’re seeking to optimise your savings, navigate tax implications, or build a robust investment portfolio, Harry’s personalised approach ensures you receive the best strategies for your financial ...
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. Introducing ”Bigger Bottom Line,” a company dedicated to empowering small business owners with the knowledge and resources they need to succeed. The source’s structure is organized around the company’s mission, its founders’ expertise, a series of books they have authored, and a list of books they have written. The primary theme is the importance of providing aspiring entrepreneurs wit ...
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Northern Virginia Accounting & Bookkeeping Services is your dependable partner for financial success. We offer expert guidance and support for all your accounting and tax requirements.
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Joseph Stone Capital, LLC is a Full-Service Broker firm with decades of experience in helping investors innovate, transform, and lead. Joseph Stone Capital, LLC upholds a culture of powerful philosophies and unique monetary strategies. We continue to strive to exceed the demands of the investment industry with valuable insight and financial guidance, while taking the time to understand your individual needs and what matters most to you.
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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Are you a student or new graduate early on your career journey? A bit stressed trying to work out your next steps? You're in the right place. Hosted by qualified careers guidance professional Gina Visram from Your Career And Future, The Dive into your Career podcast is the hub for all things "early careers" and is created with secondary (high) school and university (college) students in mind. Gina's supports students and new graduates on their journey from education to employment in a spirit ...
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Restore Your Financial Freedom with Credit Repair Washington by White Jacobs
White, Jacobs & Associates Inc.
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Are you struggling with a poor credit score? White Jacobs, a trusted name in the credit repair industry, offers tailored solutions for residents in Washington. Specializing in comprehensive credit evaluation and personalized strategies, White Jacobs helps individuals regain control of their financial futures. Their expert team digs deep into your credit history, disputing inaccuracies and offering actionable guidance to boost your score. With their proven methods, clients often see remarkabl ...
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Stronger Together: Amplifying Voices of Resilience and Community Support
IMPACT Community Services
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IMPACT Community Services proudly presents “Stronger Together,” a podcast series that stands as a testament to the resilience and strength found in collective support and shared experiences. Hosted by Tanya O'Shea, IMPACT's Managing Director, this series embarks on a profound journey into the heart of community wellbeing, mental health, and the transformative power of empathy and understanding. Through a compelling blend of personal narratives, expert insights, and lived experiences, “Strong ...
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Welcome to The Data For Subscriptions by DigitalRoute, a podcast helping you master the business of subscription and as a service. This podcast will provide you with forward-thinking strategies, and guidance on how companies are capitalizing on the growing wave of usage-based business models. Join us and industry experts as we challenge the traditional thinking surrounding data for subscriptions and as a service. Find us on your favorite podcast app to unlock the secrets of consumption-based ...
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In this podcast, our Wealth Advisors at Mueller Financial Services, Inc. seek to guide your financial goals and priorities by sharing professional insight into hot button financial topics surrounding retirement, estate, tax, and education planning, business financial services, risk analysis & insurance, investment management, and focus areas such as financial planning for women and young professionals. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment ...
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Build a Signature Empire | The Estela Kelley Show | Online Business with Focus, Strategy, and Systems
Guiding ambitious women as an Online BusinessWoman to profit with strategy, action, and flow
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Welcome to The Estela Kelley Show | Build a Signature Empire, the go-to podcast for ambitious, purpose-driven women ready to simplify their online business journey and build their Signature Empire with focus, strategies, and systems. Hosted by Estela Kelley, a seasoned online business coach and entrepreneur this podcast is designed for women entrepreneurs seeking to: • Overcome overwhelm in their online business ventures. • Discover and harness their authentic brand to stand out in their fie ...
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Children First Family Law - Transforming how families navigate the challenging landscape of divorce.
Children First Family Law
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Welcome to *Children First Family Law*, a podcast dedicated to transforming the way families navigate the challenging landscape of divorce. In an industry too often focused on litigation, financial battles, and a war-like approach, we advocate for a radical shift in priorities—putting the well-being of children at the forefront. Join us as we explore how to handle divorce in a way that protects children from the collateral damage of parental conflict and legal battles. We offer resources, in ...
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Sam Rodriguez CFP® is your host and educator on what's important when it comes to money and other stuff in your life too, all with the goal of getting you where you want to be! Investment advice offered through Foundation Wealth Partners, a DBA of Advisor Resource Council, a registered investment advisor. Money & Stuff is a DBA of Foundation Wealth Partners. Money & Stuff, Foundation Wealth Partners, and Advisor Resource Council are separate entities. The financial professionals associated w ...
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I am your trusted resource for educational content on individual stock analysis. My mission is to help listeners enhance their ability to analyze stocks independently, identify deeply undervalued opportunities, and explore securities that may be overlooked by the broader investing public. _______________________________________________________________________________________________________________________________________________________________________ What the Podcast Offers: On-the-Ground ...
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Level up your financial fitness and place yourself in the driver’s seat of your career success. Kendra Rommel hosts “Rommel Report,” a monthly podcast that takes your side hustle, real estate projects, or other investments to the next level through stories from young entrepreneurs like you who share the hard work, failures, and triumphs that helped them scale technical skills into a profitable business. Hard work alone won't make you a millionaire–just like a pro athlete, it takes grit, disc ...
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For those in Los Angeles seeking expert assistance to repair their credit, White Jacobs & Associates offers premier credit attorney services. Specializing in attorney-managed credit repair, their team conducts thorough credit audits and disputes inaccuracies with credit bureaus and creditors. Their unique approach, backed by legal expertise, ensures higher success rates in removing negative items from credit reports. By also providing tailored financial advice and personalized strategies, Wh ...
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Formerly known as Carolina Commercial Real Estate Connection, Timeless Business and Building Strategies pivots its focus to highlight Tony’s expertise in business strategies and construction. This podcast is designed for General Contractors, Specialty Contractors, Developers, and Entrepreneurs looking to start, grow, or scale their businesses to extraordinary success. Are you ready to become one of the most successful contractors or developers in your area? Tony shares the proven strategies, ...
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Caring for an Aging Parent: Financially Smart or Emotionally Costly?
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Caring for aging parents is something many of us will face—but few are fully prepared for the financial, emotional, and logistical challenges that come with it. In this episode, we will tackle this common scenario for Baby Boomers and discuss what happens when you're part of the “sandwich generation”—caring for both kids and aging parents. Our ques…
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One of the top questions people have about retirement is how much do you need to have saved? When coming up with a number, are you actually on track for retirement or just comparing your savings to others? Today we’re going to tackle this question by breaking down retirement savings, income strategies, and how to avoid common financial mistakes. Wi…
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Understanding the Process of Finding a New Firm
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Topics covered include: Why more conversations don’t always mean more clarity. How to know when it’s time to stop looking and start deciding. The role a strategic consultant plays in simplifying the firm selection process. What really differentiates firms beyond compensation and tech. The mindset shift needed to find your “forever firm.” If you’re …
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Ultimate Guide to Small Business Equipment Financing Part 4
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: Ultimate Guide to Small Business Equipment Financing, part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This book comprehensively covers equipment financing for small businesses. It …
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Dale analyzes DOLE stock to explore whether the company's land holdings could be undervalued relative to its balance sheet. Verbal Disclosures read from 0:27 - 1:38. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248d…
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Feeling stuck, wondering what you can possibly sell with zero cash? Ever thought about how people go from having nothing to building profitable businesses from scratch? Hank had the same question, and in this Q&A episode, Omar dives in to share some answers. Omar talks about his own experience of being flat broke and explains how selling your skill…
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Veronica Deraleau, Author of Making Money Is Simple
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Veronica Deraleau is a financial coach, author, technology manager, opera singer and U.S. Army Veteran.After graduating with her MBA in 2017, though excited for her next chapter, she was stressed and ashamed that she had accumulated over six figures of debt. In her book, Making Money Is Simple, she details the actions and mindset it took to pay off…
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In this episode, we dive into the debate between active vs. passive management, exploring the claims made by fund managers during a recent teleconference. Is 2025 the year active management finally outperforms passive investments? With decades of data suggesting otherwise, we break down why the odds of success for active managers may not be in thei…
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New! Widow, Wisdom & Wealth: Thriving in Career and Parenthood after loss.
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Welcome to the NEW Widow, Wisdom & Wealth™! The podcast for widows and widowers balancing career, family, and loss. Hear and learn from those thriving in career and parenthood after loss. What does it mean to rebuild a life that feels whole after loss? Rebuilding after loss is not about forgetting—it’s about finding new strength, purpose, and balan…
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Episode 264: What’s Up With Women and Money with Author Alison Kosik
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Even as a CNN business correspondent, Alison Kosik struggled with financial imposter syndrome—a reality many successful women face. In this episode, Melissa Joy and Kosik dive into how women can build financial confidence and take control of their money, drawing from Kosik’s new book, What’s Up With Women and Money: How to Do All the Financial Stuf…
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Ep 17 - Introducing: The Liberated Therapists Club
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Welcome to the Liberated Therapists Club! In this episode, Danik Bernier reintroduces the podcast and dives deep into what it truly means to claim liberation in private practice. Too many therapists find themselves stuck in a cycle of overworking and undercharging, believing they must sacrifice their well-being for the sake of service. But in a cap…
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How AI is helping women reduce mental load, work smarter and earn more
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Artificial Intelligence is the future of work. It’s already shaping careers, money and daily life. But are you using it to your advantage? In this International Women’s Day episode of Super Insider, we ask AI expert Dr Nici Sweaney (Ai Her Way) and ART investment partner Elicia McDonald (Airtree) how AI can cut stress, boost careers and reduce the …
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Market Slide Stops for Now-Weekly Market Review
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Markets caught their breath last week after the recent correction. The S&P 500 sits at -3.64% YTD, but that’s not insurmountable. Moving forward, consumer sentiment and economic momentum will be key. Meanwhile, the Fed kept rates steady despite sending mixed signals on inflation and growth. https://financeinsights.net/bv8xHNNpzhljgVBswblkQFZr81Z Le…
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Ultimate Guide to Small Business Equipment Financing Part 3
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: Ultimate Guide to Small Business Equipment Financing, part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This book comprehensively covers equipment financing for small businesses. It …
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National Debt Doom and Gloom! This week, Phil is joined by Fred Boy, CFA and Analyst for Ladenburg, to discuss the causes, implications and outlook for US Debt.
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273. How Early Retirement Affects Pilot Benefits
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Are you a pilot contemplating the possibility of retiring early? Join us on this episode of A Wiser Retirement® Podcast, where we explore the complexities surrounding the decision to leave the cockpit before the traditional retirement age. We dive deep into the unique emotional and financial considerations that come with this choice, focusing on th…
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025: “Family” Restructuring Post-Divorce with Dr. Premela Deck
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When a divorce or separation occurs, despite the complicated emotions that accompany it, a family remains a family. On this episode of Children First Family Law, Krista sits down with Dr. Premela Deck, a Boston-area family law attorney and forensic social worker with a Ph.D. in her field who is creating innovative solutions to integrate law and soc…
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MBA2602 How to Grow an Instagram Account in 2025 (Even if you have 0 Followers)
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By Omar Zenhom
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How much superannuation do I need to retire comfortably in 2025?
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It’s the million-dollar question (literally): How much super do you actually need for retirement? 🧐 If you think you need $1 million, you might be surprised. In this must-listen episode of Super Insider, host Anne sits down with super educator Josh van Gestel to break it all down. No confusing jargon, no wild guesses—just clear, practical facts to …
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Ultimate Guide to Small Business Equipment Financing Part 2
15:11
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: Ultimate Guide to Small Business Equipment Financing, part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This book comprehensively covers equipment financing for small businesses. It …
…
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The Owner's Advocate: How Construction Management Transforms Projects
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Send us a text To learn more about Tony Johnson and Timeless visit us at: https://timelessci.com/ https://timelessco.com/ https://www.linkedin.com/in/tonytimeless/ If you would like to discuss investing in Commercial Properties create a profile and schedule a call: https://timelessci.investnext.com/ Reach out to us directly at: [email protected]…
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Wondering what it really takes to make money online? Sick of hearing about get-rich-quick schemes that only make someone else richer? If you’ve ever wanted to know how to spot scams and focus on legit ways to build an online business, this episode’s got your back. Omar breaks it down in a straightforward, no-nonsense way, cutting through the myths …
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Welcome to Dollars & Sense, presented by North Main Financial and hosted by Joshua Dobi, CFP®. At Dollars & Sense, we believe in empowering our listeners with the knowledge and tools to achieve financial success. Your host, Joshua Dobi’s engaging and approachable style ensures that complex financial concepts are made accessible to all, allowing you…
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7 Things To Know About Required Minimum Distributions
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Each year, David gets a lot of questions from his clients about required minimum distributions. Some are just beginning to take them, while others have been withdrawing for years but still have specific concerns. In this episode, he breaks down the 7 key things you need to know about RMDs. We’ll start with the basics, like what they are, when you n…
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I spoke with Edward Chick, the Chief Revenue Officer at NopalCyber, a managed security service provider that offers outsourced cybersecurity support, seeking to democratize enterprise-level security for law firms and organizations in other sectors. We discussed best practices to help law firm leaders identify cyber threats, mistakes they are making…
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Ep 9: Fear the Market? Why MedSpa Owners Should Invest Anyway
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The market is down, volatility is everywhere, and if you’re feeling uneasy about investing right now—you’re not alone. It can be terrifying to watch your portfolio drop or to commit new money when uncertainty is high. But history has shown that those who stay the course and follow key investing principles come out ahead in the long run. Today, we’r…
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Robin Melley | Client vulnerability: Promoting industry-wide care and best practice
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In this episode of Just Covered, we meet Robin Melley, a founder and director of the Consumer Duty Alliance and co-founder of the Financial Vulnerability Taskforce. As the only person to win UK Chartered Financial Planner of the Year twice, Robin is a force to be reckoned with. We were lucky enough to get his insight into the evolution of the Finan…
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The HSA Secret: Can You Really Build a Tax-Free Retirement Fund?
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Are HSAs one of the best tax-advantaged accounts out there? Can you really stockpile a massive balance and use it tax-free in retirement? This is what a listener wants to know so we’ll analyze whether that’s a potential pitfall or if she’s maximizing this planning tool. Here’s some of what we discuss in this episode: 💰 HSA = A Supercharged Roth IRA…
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Is retirement harder now than it was 40 years ago? Many people approaching retirement are finding that today’s financial landscape is more complex and uncertain than ever. In this episode, we’re going to highlight the key challenges retirees face today—and how to overcome them with smart financial planning. From the decline of pensions to market vo…
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Scaling your Practice with the Right CRM Strategy
1:00:23
1:00:23
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Key takeaways from today’s episode include: The seven essential factors advisors should consider when evaluating CRM platforms. Why Redtail and Wealthbox are popular choices - but may not be scalable for growing firms. How Salesforce offers unmatched customization, automation, and AI-driven insights. The power of integration: How a well-structured …
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Ultimate Guide to Small Business Equipment Financing Part 1
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Bigger Bottom Line provides nationwide consulting services to obtain business funding, loans and financing. This is a discussion of the book: Ultimate Guide to Small Business Equipment Financing, part of the larger Bigger Bottom Line Ultimate Guide Books Series (Amazon). This book comprehensively covers equipment financing for small businesses. It …
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From Corporate to Harpist: Christina’s Journey To Becoming a Wedding Harpist
42:40
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In this episode of At Last Podcast, I sat down with Christina Thomas, also known as RVA Harpist, to discuss the key aspects of standing out as a wedding musician. Christina shares her inspiring journey—from growing up in a musically intense household to choosing the harp as her instrument of rebellion, stepping away from music during her corporate …
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Know Your Numbers: Simple Metrics for Online Business Growth | 292
16:43
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Understanding your business numbers doesn’t have to be complicated! In this episode, we break down the key metrics every online business owner should track—without the overwhelm. Learn how to use website, email, and social media analytics to grow smarter, not harder. Plus, discover simple tweaks to improve your results and build a thriving business…
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Invure Holdings Group LLC Shares 5 Tips for Focuses on Financial Planning
6:23
6:23
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Invure Holdings Group LLC provides assistance that helps people reach financial stability through strategic planning. Invure Holdings Group LLC Shares 5 Tips for Focused Financial Planning" guide which explains goal definition, fund accumulation, investment diversity,By Invure Holdings Group LLC
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Thinking about diving into podcasting but not sure if it’s worth it these days? Barry’s been wondering if the market’s too crowded for his unique perspective—maybe you’ve had the same question. Don’t stress, though—you’re in good company. This episode with Omar keeps it real, explaining why podcasting is not just surviving but thriving in 2025. He …
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Ep 6 - Making Sense of Health Insurance When Retiring: Expert Insights with Matt Sturgeon and Phil Walters
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Navigating the complexities of health insurance when retiring can be overwhelming, but having the correct information makes all the difference. In this episode of Metcalf Money Moment, host Jeb, Ethan, and Eric sit down with Matt Sturgeon, CEO of LNI Insurance Solutions, and Phil Walters, Director of Medicare at LNI Insurance Solutions, to break it…
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Innovating Education: Impact Community ACADEMY
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The Stronger Together podcast by IMPACT Community Services explores the evolving landscape of education. In this episode, host Tanya O’Shea discusses the development of Impact Community ACADEMY, an initiative supporting students who face challenges in traditional schooling. Recognising the increasing number of young people disengaging from mainstre…
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CEO Roundtable: Legal Industry Leaders Share Perspectives on Challenges and Opportunities Ahead of Legalweek 2025
21:19
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I spoke with the following chief executive officers in a CEO Roundtable discussion about challenges and opportunities ahead of Legalweek 2025: Ray Biederman, Proteus Discovery Group Chris Cartrett, Aderant James Ding, DraftWise Tom Dunlop, Summize Sirisha Gummaregula, QuisLex Scott McFetters, CoreTech Renee Meisel, UnitedLex Sarai Schubert, Hanzo J…
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Episode 263: Talking About Money and Overcoming Financial Stigma with Author Kathleen Burns Kingsbury
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Money is everywhere in our lives, yet talking about it remains one of the biggest taboos. In this episode, we bring together—Kathleen Burns Kingsbury, financial psychologist and author, and Melissa Joy, CFP®, founder of Pearl Planning—to explore why breaking money silence is crucial for financial confidence, wealth-building, and stronger relationsh…
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S&P 500 Enters Correction Territory – Weekly Market Review
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S&P 500 fell into correction last week, driven by trade and recession concerns. Positive inflation data has fueled hopes for additional interest rate cuts later this year. We’ll know more about what the Fed is thinking after this week’s meeting. Learn More Here: https://financeinsights.net/pj2mH2275fwrr6YT7XX0ZTY0l0K Learn more at www.efteam.us…
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This week, Phil welcomes special guest Brett Jenkins from Clarion to discuss opportunities in real estate and how to become an investor in a unique and different asset class.
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024: The Benefits of Full-Service Amicable Uncontested Divorce Mediation. How to Save Money, Reduce Stress, and Prioritize Your Family’s Emotional Health During Divorce
1:13:56
1:13:56
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It’s no secret that separations and divorces can be stressful, costly, and emotionally exhausting, and finding a solution that works for both parties involved and the children can feel impossible. On this episode of Children First Family Law, Krista outlines the options available to those seeking a divorce or separation, particularly in Colorado. T…
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272. Why should I pay a financial advisor to invest in low-cost ETFs?
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Join us on this episode of A Wiser Retirement® Podcast, where we explore why paying a financial advisor to invest in ETFs may be worth the cost, even when providers like Vanguard offer these funds with low fees. Many investors wonder if they can simply do it themselves, but the real value of working with an advisor goes far beyond just selecting in…
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MBA2599 Extended Interview: Yuri Elkaim- From Professional Soccer Player to Multi-Million Dollar Business Coach. How To Get Unstuck & Grow Your Business.
12:35
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By Omar Zenhom
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BFH , Credit card duopolies , retail stocks benefit?
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23:14
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Dale talks about BFH , Credit card duopolies , and how retail stocks benefit. Episode starts at 0:15 . Verbal Disclosures read from 0:50 - 2:00. General information and full disclosures for Dale’s Solo Investors Podcast LLC are listed here: dalex5.podbean.com Sign up for Guru Focus: https://www.gurufocus.com/?affid=213fdcd9248dba7b149775aea75327e1 …
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The Benefits of Leveraging Artificial Intelligence in Public Relations and Marketing
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I spoke with Amy Juers, the CEO of Edge Marketing, a marketing and PR agency serving the legal, accounting, and professional services industries. We discussed the benefits of leveraging artificial intelligence in public relations and marketing, how it enhances client service, and the best practices for AI implementation.…
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Ever wondered if chasing fame can really boost your bank account, or if there’s a smarter way to get rich? Are you curious if becoming a social media influencer is really worth it, or if there’s a better route to achieving your business goals? If these thoughts have crossed your mind, you’re about to get some much-needed clarity. In today’s lesson,…
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